HPWM
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Highland Private Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Highland Private Wealth Management’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-13,525
Closed -$472K – 133
2019
Q2 		$472K Sell
13,525
-150
-1% -$5.14K 0.13% 66
2019
Q1 		$467K Sell
13,675
-3,350
-20% -$113K 0.15% 60
2018
Q4 		$563K Sell
17,025
-3,170
-16% -$104K 0.21% 45
2018
Q3 		$672K Sell
20,195
-11,010
-35% -$367K 0.22% 38
2018
Q2 		$1.04M Buy
+31,205
New +$1.04M 0.37% 28
2018
Q1 		– Sell
-59,910
Closed -$2.05M – 151
2017
Q4 		$2.05M Sell
59,910
-4,360
-7% -$150K 0.82% 23
2017
Q3 		$2.22M Sell
64,270
-2,900
-4% -$100K 0.95% 22
2017
Q2 		$2.31M Buy
67,170
+3,500
+5% +$120K 1.1% 19
2017
Q1 		$2.17M Buy
63,670
+14,050
+28% +$478K 1.12% 21
2016
Q4 		$1.68M Buy
49,620
+5,490
+12% +$188K 0.86% 22
2016
Q3 		$1.54M Buy
44,130
+16,185
+58% +$564K 0.79% 24
2016
Q2 		$975K Buy
27,945
+7,575
+37% +$261K 0.55% 25
2016
Q1 		$698K Buy
20,370
+6,480
+47% +$218K 0.41% 26
2015
Q4 		$464K Buy
+13,890
New +$470K 0.33% 26

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Highland Private Wealth Management's SPIB Position: Q3 2019 in Review

Highland Private Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2019, closing a stake of 13,525 shares — an estimated $472K sold.

Highland Private Wealth Management first reported a position in SPIB in Q4 2015 and held it in 14 quarters. The position peaked at $2.31M in Q2 2017. 286 funds tracked by Wall St. Rank hold SPIB as of Q3 2019.

  • Highland Private Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Highland Private Wealth Management sold 13,525 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2019, an estimated $472K.
  • Highland Private Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2015 and held it in 14 quarters.
  • Highland Private Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.31M in Q2 2017.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2019.

Based on Highland Private Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.